Senior Solutions Consultant – BFSI

ReqOpen; Mumbai; Hybrid; INR 1,800,000 - 2,800,000; Full time

Job summary

Netcore is seeking a Senior Solutions Consultant – BFSI in Mumbai. You will lead presales for enterprise BFSI accounts, conducting deep discovery, and crafting tailored solution narratives that map Netcore’s engagement platform to onboarding, retention, and cross-sell use cases.

You will deliver compelling demos and help drive revenue through structured RFP/RFI responses and executive engagements. The role requires 6–10 years in enterprise SaaS presales with BFSI experience, and you will partner

Qualifications

• 6–10 years of presales, solutions consulting, or solution engineering in enterprise SaaS.
• Strong BFSI exposure with experience supporting sales cycles for banks, insurers, NBFCs, or fintechs.
• Ability to manage complex enterprise deal cycles and influence multiple stakeholders.
• Proficient in discovery, storytelling, solution mapping, proposals, and live demos.

Responsibilities

• Lead presales conversations for BFSI enterprise accounts across India with sales teams on opportunities, RFPs, and deal closure.
• Conduct deep discovery sessions with banks, insurers, NBFCs, and fintechs to understand goals and data needs.
• Design tailored narratives aligning Netcore capabilities to BFSI use cases such as onboarding and retention.
• Deliver product demonstrations, workshops, and executive presentations tied to business outcomes.
• Support RFP/RFI responses with structured, value-led articulation of fit and architecture.
• Collaborate with product, customer success, and implementation teams for PoCs and proposals.
• Act as trusted advisor, bringing market context and commercial awareness to deals.
• Identify industry themes and opportunities to strengthen future pitches.

Skills

Presales

Solutions Consulting

Enterprise SaaS

BFSI domain

Discovery

Solution demos

RFP/RFI responses

Stakeholder management

Integrations & APIs

Data architecture

Tools

CRM systems

Marketing Automation

CDP

APIs

Job description

Senior Solutions Consultant – BFSI

Netcore Mumbai 6–10 years

Full-time Hybrid presalessolutions consultingenterprise SaaSBFSI domain knowledgediscovery and consultative sellingproduct demonstrationsRFP/RFI responsesolution architecture

Location: Mumbai

Experience: 6–10 years

Deal Size: $50K–$100K ARR

Drive BFSI Growth with Netcore

Are you a consultative presales expert who understands the complexity of BFSI customer journeys and can translate enterprise challenges into compelling solution narratives? At Netcore, the opportunity is to partner with leading banks, NBFCs, insurers, fintechs, and financial institutions to solve high-impact customer engagement, onboarding, cross-sell, retention, and personalization use cases using an AI-powered customer engagement platform.netcorecloud+1

Netcore helps brands unify data, personalize interactions, and orchestrate engagement across multiple channels including email, SMS, WhatsApp, app, and web, making it highly relevant for BFSI organizations focused on customer lifecycle growth and digital experience transformation. In this role, the focus will be on supporting enterprise BFSI opportunities across India, shaping winning solutions for strategic accounts, and helping drive $50K–$100K ARR deals from discovery to closure.netcorecloud+1

What You’ll Do

• Lead presales conversations for BFSI enterprise accounts across India, partnering closely with sales teams on qualified opportunities, strategic pursuits, RFPs, solutioning, and deal closure.
• Run deep discovery sessions with banks, insurers, NBFCs, and fintech customers to understand business goals, current engagement stack, customer journey gaps, data challenges, and regulatory or integration considerations.
• Design tailored solution narratives that align Netcore’s customer engagement, personalization, journey orchestration, and customer data capabilities to BFSI use cases such as onboarding, loan journeys, policy renewals, customer retention, upsell, collections engagement, service communications, and lifecycle marketing.netcorecloud+1
• Deliver strong product demonstrations, workshops, and executive presentations that connect platform capabilities to measurable business outcomes such as engagement, conversion, retention, and lifetime value improvement.netcorecloud
• Support RFP and RFI responses with clear, structured, value-led articulation of functional fit, solution architecture, integrations, and differentiation.
• Collaborate with product, customer success, and implementation teams to build relevant solution approaches, PoCs, and account-specific proposals for complex BFSI buying environments.
• Act as a trusted advisor to both internal stakeholders and prospective clients by bringing market context, consultative problem-solving, and strong commercial awareness into every deal cycle.
• Help strengthen Netcore’s positioning in BFSI by identifying recurring industry themes, objection patterns, and opportunity areas that can improve future pitches and win rates.

What We’re Looking For

• 6–10 years of experience in presales, solutions consulting, or solution engineering within enterprise SaaS.
• Strong exposure to BFSI clients, with experience supporting sales cycles for banks, financial institutions, insurance firms, fintechs, or NBFCs.
• Proven ability to manage complex enterprise deal cycles and influence multiple stakeholders across business, marketing, digital, product, and technology teams.
• Strong skills in discovery, consultative selling, storytelling, solution mapping, proposal support, and live product demonstrations.
• Good understanding of customer engagement platforms, marketing automation, customer data platforms, omnichannel communication, personalization, or adjacent digital experience technologies.netcorecloud+1
• Ability to translate technical capabilities such as integrations, APIs, data flows, and platform architecture into business-relevant value for customer-facing and technical stakeholders.
• Experience handling RFP-driven opportunities and enterprise evaluation processes with structured follow-through and attention to detail.
• Based in Mumbai or open to working closely with PAN-India enterprise accounts and client-facing travel requirements.

Preferred Background

• Experience working with MarTech, CX, CRM, CDP, engagement cloud, or digital communication platforms.
• Prior exposure to BFSI use cases such as onboarding journeys, customer activation, cross-sell, service alerts, collections communication, renewal journeys, or retention programs.
• Familiarity with enterprise sales environments involving multiple buying committees, InfoSec or compliance reviews, and integration-led evaluations.
• Exposure to competitors or adjacent ecosystems in customer engagement, marketing automation, or customer data platforms.

Why Netcore

Netcore offers an AI-powered customer engagement platform designed to help brands bring data together, personalize every touchpoint, and engage customers across multiple digital channels at scale. Its positioning around customer engagement, journey orchestration, and data-led personalization makes it well suited for enterprise BFSI organizations looking to improve customer communication, activation, retention, and digital journey effectiveness.